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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,028 | $51,244-86.3% | $80,977-91.3% | $55,167-87.3% |
| Participation rate | 94.9% | 71.7%+23.2pp | 75.8%+19.1pp | 69.0%+25.9pp |
| Annual return | 28.47% | 17.39%+11.1pp | 17.11%+11.4pp | 169.23%-140.8pp |
| Employer contribution / active EE | $1,960 | $1,770+10.7% | $3,715-47.2% | $1,963-0.1% |
| Participant deferral / active EE | $2,989 | $4,418-32.4% | $5,696-47.5% | $3,054-2.1% |
| Admin fee / account holder | $397 | $398-0.4% | $5,517-92.8% | $504-21.3% |